Josef Schachter on Mining Stock Education
In this interview with Bill Powers, I explain why I believe the current energy supercycle, which began in March 2020, could last until 2034–2036.
We discuss my WTI forecast of $90 for 2027, why I see oil prices eventually exceeding $150 and potentially reaching $200, the outlook for natural gas next winter, and why Canadian producers trading at just 2–3 times cash flow could represent some of the best value opportunities of this energy cycle.